Purchases and Sales Made in Q2 2025 in Ishares S&P Midcap 400 Growth (IJK)
This table provides information about the institutional ownership of Ishares S&P Midcap 400 Growth (IJK) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES S&P MIDCAP 400 GROWTH .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.26K- 3.4% |
$167K - $206K
|
64.3K
$6.07M
|
|
|
Aug 05, 2025
Q2 2025
|
Ltg Capital LLC
|
SELL
|
- |
-2.38K- 5.81% |
$175K - $216K
|
38.5K
$3.64M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.4K- 5.83% |
$177K - $218K
|
38.8K
$3.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-2.41K- 12.47% |
$177K - $219K
|
16.9K
$1.59M
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-2.5K- 3.97% |
$184K - $227K
|
60.5K
$5.71M
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-2.52K- 3.78% |
$185K - $229K
|
63.9K
$6.04M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.61K- 12.14% |
$192K - $237K
|
18.9K
$1.78M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.77K- 8.49% |
$204K - $252K
|
29.9K
$2.82M
|
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-2.79K- 34.52% |
$206K - $254K
|
5.29K
$500K
|
|
|
Aug 14, 2025
Q2 2025
|
Marquette Associates, Inc.
Chicago, IL |
SELL
|
- |
-2.79K- 26.59% |
$206K - $254K
|
7.71K
$728K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.8K- 37.96% |
$206K - $255K
|
4.58K
$432K
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
SELL
|
- |
-2.92K- 16.75% |
$215K - $265K
|
14.5K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.26K- 1.53% |
$240K - $296K
|
210K
$19.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-3.37K- 16.14% |
$248K - $306K
|
17.5K
$1.65M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.4K- 15.0% |
$250K - $309K
|
19.3K
$1.82M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.43K- 25.83% |
$252K - $312K
|
9.83K
$929K
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-3.44K- 39.6% |
$253K - $313K
|
5.24K
$495K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-3.51K- 2.05% |
$259K - $319K
|
168K
$15.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-3.69K- 2.64% |
$272K - $336K
|
136K
$12.8M
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-3.71K- 2.53% |
$274K - $338K
|
143K
$13.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-3.8K- 4.1% |
$280K - $346K
|
88.9K
$8.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-3.86K- 3.26% |
$284K - $351K
|
114K
$10.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.86K- 0.77% |
$285K - $351K
|
499K
$47.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-4.25K- 13.41% |
$313K - $387K
|
27.5K
$2.59M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-4.41K- 1.63% |
$325K - $401K
|
266K
$25.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-4.41K- 27.72% |
$325K - $401K
|
11.5K
$1.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-4.42K- 10.51% |
$326K - $402K
|
37.6K
$3.55M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-4.75K- 31.23% |
$350K - $433K
|
10.5K
$989K
|
|
|
Aug 08, 2025
Q2 2025
|
Renasant Bank
|
SELL
|
- |
-4.82K- 30.09% |
$355K - $438K
|
11.2K
$1.06M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-5.07K- 28.85% |
$373K - $461K
|
12.5K
$1.18M
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-5.1K- 2.64% |
$376K - $464K
|
188K
$17.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.12K- 3.2% |
$377K - $466K
|
155K
$14.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-5.3K- 9.97% |
$391K - $482K
|
47.9K
$4.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-5.4K- 27.33% |
$398K - $491K
|
14.3K
$1.35M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-5.48K- 0.93% |
$404K - $498K
|
580K
$54.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.53K- 12.95% |
$408K - $503K
|
37.2K
$3.51M
|
|
|
Aug 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-5.55K- 52.7% |
$409K - $505K
|
4.98K
$471K
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-5.58K- 16.25% |
$411K - $508K
|
28.8K
$2.72M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-6.02K- 6.64% |
$443K - $547K
|
84.6K
$7.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-6.3K- 64.42% |
$464K - $573K
|
3.48K
$329K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-6.46K- 1.36% |
$476K - $587K
|
467K
$44.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-6.53K- 15.52% |
$481K - $594K
|
35.5K
$3.36M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-6.53K- 1.53% |
$481K - $594K
|
419K
$39.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-6.88K- 36.67% |
$507K - $626K
|
11.9K
$1.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.19K- 8.41% |
$530K - $654K
|
78.3K
$7.39M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.43K- 3.78% |
$548K - $676K
|
189K
$17.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-7.71K- 30.17% |
$568K - $701K
|
17.8K
$1.68M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-7.73K- 9.49% |
$570K - $703K
|
73.8K
$6.97M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.75K- 5.0% |
$571K - $705K
|
147K
$13.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-7.97K- 4.58% |
$587K - $725K
|
166K
$15.7M
|